How to disable "Export to Excel" Button in AX

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Posted on by OESX

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Please help,

I would like to disable the "Export to Excel" button in AX for specific users. We want production personnel to have access to certain table as a reference in their production duties but want to limit them to only be able to search and view document management.

I have security locked down tightly, only enabling those specified tables need. The problem is the "Export to Excel" button still shows in the top bar. We need to prevent/limit the the data leakage ability.

Can someone please help explain how I remove this button per specified user?

Thanks!

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Dong Shen 380 on at

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Re: How to disable "Export to Excel" Button in AX

License Code, Configuration Key, and Security Key are three security layers in AX. What you need to do for your security is to tighten up configuration and security keys as well. That is where you implement the access control on AX objects.
OESX 155 on at

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Re: How to disable "Export to Excel" Button in AX

Thanks for the help and insight Jonas!
Community Member Microsoft Employee on at

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Re: How to disable "Export to Excel" Button in AX

The "Export to Excel" method uses Windows clipboard to store data. There are some applications available that disables windows clipboard (e.g. sentrypc.com), but I don´t know exactly how they do it.

There are of course obvious disadvantages with disabling the clipboard, but as long as users can press Ctrl+A and Ctrl+C in Ax grids, they will always be able to export data to excel.

If you have the option to make code changes you could override the task method of SysSetupFormRun and add some custom code for task id 4436, or make similar changes to the class SysGridExportToExcel. But then you would probably have to make some adjustments to the Autoreport task too, since AutoReports can be exported as a file.